Blair William & Co. IL Increases Position in SoFi Technologies, Inc. $SOFI

Blair William & Co. IL raised its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 85.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 623,786 shares of the company’s stock after acquiring an additional 288,088 shares during the period. Blair William & Co. IL owned approximately 0.05% of SoFi Technologies worth $16,480,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of SOFI. Salomon & Ludwin LLC acquired a new position in shares of SoFi Technologies during the 3rd quarter worth approximately $29,000. SJS Investment Consulting Inc. boosted its stake in SoFi Technologies by 840.3% during the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock worth $30,000 after buying an additional 1,000 shares during the last quarter. Blume Capital Management Inc. grew its holdings in SoFi Technologies by 52.9% in the 3rd quarter. Blume Capital Management Inc. now owns 1,300 shares of the company’s stock valued at $34,000 after buying an additional 450 shares in the last quarter. Assetmark Inc. increased its stake in shares of SoFi Technologies by 50.5% in the 3rd quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock worth $34,000 after acquiring an additional 427 shares during the last quarter. Finally, Bessemer Group Inc. acquired a new stake in shares of SoFi Technologies in the 3rd quarter worth $36,000. 38.43% of the stock is owned by hedge funds and other institutional investors.

SoFi Technologies News Summary

Here are the key news stories impacting SoFi Technologies this week:

• Positive Sentiment: Mastercard partnership expands SoFiUSD settlement reach, positioning SoFi to capture cross-border and merchant settlement flows and boosting credibility for its fully reserved stablecoin; a material distribution channel if adoption grows. SoFi (SOFI), Mastercard (MA) Partner to Integrate SoFiUSD Stablecoin for Global Settlement
• Positive Sentiment: SoFi selected BitGo to power custody/distribution for SoFiUSD, lowering execution risk for launches and signaling institutional-grade infrastructure behind the stablecoin. SoFi Selects BitGo to Power Bank-Issued Stablecoin
• Positive Sentiment: SoFiUSD has been enabled across Mastercard’s payments network in multiple announcements — this repetition in press coverage highlights distribution momentum that could translate into payments volume and new revenue streams. SoFi’s stablecoin joins Mastercard’s network
• Positive Sentiment: Unusual options activity: a large uptick in call purchases suggests short-term bullish positioning by traders, which can amplify intraday moves if sentiment continues. (Intraday options volume data)
• Neutral Sentiment: SoFi is running member-facing product initiatives (e.g., private-market access via Templum) that diversify revenue and deepen member engagement, supporting long-term monetization but with uncertain short-term earnings impact. Templum to Offer Private Market Opportunities to SoFi Members
• Neutral Sentiment: Several bullish long-term narratives and retail-targeted features appear in opinion pieces (The Motley Fool, others), which can support investor interest but are speculative and not guaranteed to move near-term fundamentals. Is SoFi Technologies Stock Your Ticket to Becoming a Millionaire?
• Negative Sentiment: Analysts remain mixed: Truist reaffirmed a Hold and cut its price target, and consensus ratings skew toward Hold — that analyst caution keeps downward pressure on the stock while investors wait for consistent margin/earnings beats to justify current multiples. Analyst Opinion Mixed on SoFi Technologies (SOFI) Stock

SoFi Technologies Stock Down 1.8%

Shares of NASDAQ SOFI opened at $18.90 on Monday. The company has a quick ratio of 0.18, a current ratio of 0.78 and a debt-to-equity ratio of 0.17. The business’s 50 day moving average is $22.95 and its two-hundred day moving average is $25.89. SoFi Technologies, Inc. has a 52-week low of $8.60 and a 52-week high of $32.73. The firm has a market cap of $24.10 billion, a price-to-earnings ratio of 49.74 and a beta of 2.21.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The company’s revenue was up 39.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.05 earnings per share. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Research analysts predict that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Analysts Set New Price Targets

SOFI has been the topic of several recent research reports. Weiss Ratings reissued a “hold (c)” rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. Citizens Jmp upgraded shares of SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 price objective for the company in a research report on Monday, February 9th. UBS Group set a $24.50 target price on shares of SoFi Technologies in a research note on Monday, February 2nd. Bank of America initiated coverage on shares of SoFi Technologies in a report on Tuesday, January 6th. They issued an “underperform” rating and a $20.50 target price on the stock. Finally, JPMorgan Chase & Co. raised shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target for the company in a research note on Tuesday, February 3rd. Seven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $26.34.

Insider Buying and Selling

In other news, CTO Jeremy Rishel sold 91,837 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $26.64, for a total value of $2,446,537.68. Following the completion of the transaction, the chief technology officer owned 794,598 shares of the company’s stock, valued at approximately $21,168,090.72. This trade represents a 10.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Eric Schuppenhauer acquired 5,000 shares of the company’s stock in a transaction that occurred on Thursday, February 5th. The stock was acquired at an average price of $19.93 per share, with a total value of $99,650.00. Following the acquisition, the executive vice president directly owned 228,768 shares of the company’s stock, valued at approximately $4,559,346.24. This represents a 2.23% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold a total of 214,753 shares of company stock worth $5,045,087 over the last 90 days. 2.60% of the stock is owned by insiders.

SoFi Technologies Company Profile

SoFi Technologies, Inc (NASDAQ: SOFI) is a diversified financial services company that provides consumer-focused lending, banking, investing and financial technology products. The company’s core offerings include student loan refinancing and private student loans, personal loans, mortgage lending, and credit card products. In addition to credit and lending, SoFi operates consumer-facing deposit and cash management accounts, an investing and trading platform, and an insurance marketplace through partner relationships, all designed to serve individuals seeking an integrated digital financial experience.

SoFi has grown beyond direct-to-consumer lending by building technology and infrastructure capabilities.